Sage Investment Counsel’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Hold
3,078
0.35% 78
2025
Q1
$270K Sell
3,078
-723
-19% -$63.5K 0.34% 84
2024
Q4
$343K Buy
+3,801
New +$343K 0.45% 67